William B. Walkup & Associates’s Citigroup C Stock Holding History

William B. Walkup & Associates’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$945K	Buy	7,300 +2,393	+49%	+$322K	0.43%	52
2026 Q2	$687K	Buy	4,907 +622	+15%	+$81K	0.33%	60
2026 Q1	$304K	Sell	4,285 -680	-14%	-$77.4K	0.18%	74
2025 Q4	$579K	Buy	4,965 +140	+3%	+$14.5K	0.32%	60
2025 Q3	$490K	Buy	4,825 +51	+1%	+$4.84K	0.26%	64
2025 Q2	$406K	Buy	4,774 +489	+11%	+$35.3K	0.24%	65
2025 Q1	$304K	Buy	4,285 +250	+6%	+$19.1K	0.19%	73
2024 Q4	$284K	Sell	4,035 -2	-0%	-$135	0.18%	77
2024 Q3	$253K	Sell	4,037 -30	-0.7%	-$1.86K	0.16%	77
2024 Q2	$258K	Buy	+4,067	New	+$251K	0.17%	75

Other funds holding C

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William B. Walkup & Associates's C Position: Q3 2026 in Review

William B. Walkup & Associates increased its Citigroup (C) stake by 49% in Q3 2026, buying an estimated $322K and bringing the position to 7,300 shares worth $945K. The position accounts for 0.43% of the portfolio, ranked #52.

William B. Walkup & Associates first reported a position in C in Q2 2024 and has held it in 10 quarters since. 1,781 funds tracked by Wall St. Rank hold C as of Q3 2026.

William B. Walkup & Associates held 7,300 shares of Citigroup worth $945K as of Q3 2026.
William B. Walkup & Associates bought 2,393 Citigroup shares in Q3 2026, an estimated $322K.
Citigroup made up 0.43% of William B. Walkup & Associates's portfolio in Q3 2026, its #52 holding.
William B. Walkup & Associates first reported a position in Citigroup in Q2 2024 and has held it in 10 quarters since.
1,781 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.